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LegalZoom.com

149 hedge funds and large institutions have $1.2B invested in LegalZoom.com in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $4.42M

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

20% more capital invested

Capital invested by funds: $999M → $1.2B (+$197M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.18% less ownership

Funds ownership: 66.97%66.8% (-0.18%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 152149 (-3)

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.37%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
56
Reduced
35
Closed
26
Calls
$18.4M
Puts
$4.42M
Net Calls
+$14M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PFS Investments
Georgia
$176K +$55.9K +6,603 +52%
Federated Hermes
102
Federated Hermes
Pennsylvania
$174K +$157K +18,580 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$170K -$454K -53,629 -75%
BOTOTLSJU
104
Board of Trustees of The Leland Stanford Junior University
California
$162K
GAM
105
Gotham Asset Management
New York
$145K +$24.4K +2,885 +23%
AQR Capital Management
106
AQR Capital Management
Connecticut
$136K +$21K +2,481 +21%
SOW
107
State of Wyoming
Wyoming
$136K +$122K +14,466 New
CIP
108
Cornerstone Investment Partners
Georgia
$131K -$17.9K -2,108 -13%
GCM
109
Graham Capital Management
Connecticut
$129K +$117K +13,801 New
AIM
110
Aigen Investment Management
New York
$129K +$116K +13,708 New
SO
111
STRS Ohio
Ohio
$126K -$108K -12,800 -49%
AB
112
Amalgamated Bank
New York
$126K -$17K -2,013 -13%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$126K
PPW
114
Pasadena Private Wealth
California
$122K -$8.15K -963 -7%
QC
115
Quadrature Capital
United Kingdom
$119K -$185K -21,849 -63%
ProShare Advisors
116
ProShare Advisors
Maryland
$106K -$8.91K -1,052 -9%
CAM
117
Claret Asset Management
Quebec, Canada
$101K -$135 -16 -0.1%
EI
118
Ethic Inc
New York
$101K +$90.9K +10,733 New
Principal Financial Group
119
Principal Financial Group
Iowa
$99.9K -$8.11K -958 -8%
FRM
120
Fox Run Management
Connecticut
$97.5K -$64.6K -7,633 -42%
CMF
121
Counterpoint Mutual Funds
California
$93.5K +$84.4K +9,964 New
WT
122
Whittier Trust
California
$72.7K
AIP
123
Ameritas Investment Partners
Nebraska
$68.9K
ST
124
Smithfield Trust
Pennsylvania
$58K
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$49.5K -$6.68K -789 -13%